Referral Management vs Worklists
Management - Click here to learn more about Referral Management.
Referral Management is a similar concept but can hold much
more information and follows
a referral from beginning to end.
Worklists - Click here to learn more about worklists.
Internal communication regarding a specific patient between
staff and clinicians, found on patient charts, and in staff inboxes.
Worklists are used for all different
communications and action requests.
Referral Management is used specifically for referrals.
Worklists have limited fields with a
large area for free text.
Referral Management has multiple fields for
referral details, with text fields for context.
Referral Management has more reporting capabilities
with all the different fields for evaluations.
Referral Management Introduction
Referral management is a feature used to maintain referrals throughout the full process, for both outgoing and incoming requests. It tracks key information, such as doctors sending and receiving, specialty, reason for referral, and key dates along ...
Daily use of referral management
Open Referral Management; select each referral status on left hand side, one at a time. Select each referral status on left hand side, one at a time. Pending status - open the referral, add in specialist name, fax to specialist, and type in notes the ...
Referral Management Report
Utilizing referral management not only provides advantages in tracking referrals throughout the process, but it also generates a report that offers a wealth of information, including trends and volumes of referrals based on specific criteria. Find ...
Creating referral management templates
Although each referral is going to be different, there are many concepts that remain the same and could be pre-typed. On the healthquest tabletop screen, click the setup menu and select ‘referral management templates’. Name the template. Select the ...
Referral management features
Filter the referrals by status or employee. Right click on a referral to show a menu of options. New – creates a new referral template. Chart – opens the patient chart (used when referrals were opened from the doctor view). Print – opens referral ...